Job opportunity
Hybrid Wealth Associate at National Bank
National Bank of Canada
Become a Wealth Associate at National Bank and contribute to exceptional financial services. This hybrid role allows you to work closely with wealth advisors, ensuring client requests are met effectively.
In your job as a Wealth Associate, you will be instrumental in facilitating superior service for clients while supporting investment advisors. You'll handle a variety of responsibilities from financial transaction management to the administrative organization of client files. A focus on compliance and risk management will be critical to your success in this role.
Key Responsibilities:
• Provide support to investment advisors in client interactions
• Execute financial transaction processes meticulously
• Process client deposits, withdrawals, and currency transactions
• Analyze client files for updates and compliance
• Schedule and organize client meeting logistics
Requirements:
• College or university diploma in a relevant field
• Two years of experience in banking or financial sectors
• Canadian Securities Course (CSC) completion
• Proficient user of Microsoft Office suite
• Strong customer service background
Bring your dedication and financial expertise to make a difference at National Bank.
#J-18808-Ljbffr
Apply on source site In your job as a Wealth Associate, you will be instrumental in facilitating superior service for clients while supporting investment advisors. You'll handle a variety of responsibilities from financial transaction management to the administrative organization of client files. A focus on compliance and risk management will be critical to your success in this role.
Key Responsibilities:
• Provide support to investment advisors in client interactions
• Execute financial transaction processes meticulously
• Process client deposits, withdrawals, and currency transactions
• Analyze client files for updates and compliance
• Schedule and organize client meeting logistics
Requirements:
• College or university diploma in a relevant field
• Two years of experience in banking or financial sectors
• Canadian Securities Course (CSC) completion
• Proficient user of Microsoft Office suite
• Strong customer service background
Bring your dedication and financial expertise to make a difference at National Bank.
#J-18808-Ljbffr